Proactively manage customer churn by combining CRM data with product usage analytics and automated alerting.
Customer Success teams often react too late to churn because product usage data is siloed from the CRM.
Reduced churn rates through early-warning alerts and standardized success plans for at-risk accounts.
Centralized account and contact management
Collaborative documentation and action tracking
This workflow bridges the gap between CRM data and product usage to proactively manage churn. By syncing HubSpot deal stages with Pendo usage metrics, teams can trigger automated alerts via Zapier when high-value accounts show signs of inactivity. The process concludes with collaborative success planning in Notion to ensure long-term account growth.
